$190MM AUM | $1.8MM GDC in Douglassville, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Douglassville, PA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,750,000.00
# of Accounts
700
Avg Client Age
55
Overview

We are a Christian Wealth Management and Advisory Firm with a 40-year history. Assets in excess of $170K, mostly fee-based. Several advisors with clients located throughout the nation.

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